See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,329 | $148,534+42.9% | $135,903+56.2% | $139,434+52.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.08% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.9pp |
| Employer contribution / active EE | $15,924 | $5,243+203.7% | $4,856+227.9% | $4,751+235.2% |
| Participant deferral / active EE | $20,111 | $8,100+148.3% | $7,758+159.2% | $6,710+199.7% |
| Admin fee / account holder | $1,706 | $12,400-86.2% | $10,762-84.2% | $11,403-85.0% |